Troubleshooting

Fixes for the most common InEx issues.

What is the Troubleshooting screen?

This page collects the most common issues reported across InEx modules, in one place, so you don't have to hunt through every module's own page.

Common problems

Problem

Profit & Loss or Balance Sheet shows ₹0 even though I clearly have transaction history.

How to fix it

This is a known issue on at least one tenant and does not mean your data is missing — cross-check your real totals in All Transaction, Income, or Expenses, and contact your account admin before relying on either report for a decision.

Problem

The “Base amount” shown while filling out Add Expense doesn't look converted to my base currency.

How to fix it

This is a known display-only issue in the live preview. The amount that actually saves has been verified to convert correctly — check the Expenses table after saving to confirm.

Problem

I get a “Name must be unique” error creating a Vendor.

How to fix it

Vendor names must be unique, including when the only difference is leading/trailing spaces. Search the existing list first.

Problem

A record I created doesn't show up anywhere.

How to fix it

Check that module's Trash (where available), and confirm you haven't applied a filter or date range that's hiding it.

Problem

A Category's Classification shows as — in the list.

How to fix it

Open the category's Edit screen to see the actual saved value — the list column has been observed not to reflect it correctly.